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SageGuard Financial Group’s Plains GP Holdings PAGP Stock Holding History

SageGuard Financial Group’s Portfolio PAGP Stock Details PAGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-41,984
Closed -$501K – 96
2021
Q2 		$501K Sell
41,984
-250
-0.6% -$2.66K 0.23% 75
2021
Q1 		$397K Sell
42,234
-2,260
-5% -$21.1K 0.18% 91
2020
Q4 		$376K Buy
+44,494
New +$346K 0.18% 85

Other funds holding PAGP

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return

SageGuard Financial Group's PAGP Position: Q3 2021 in Review

SageGuard Financial Group sold out of Plains GP Holdings (PAGP) in Q3 2021, closing a stake of 41,984 shares — an estimated $501K sold.

SageGuard Financial Group first reported a position in PAGP in Q4 2020 and held it in 3 quarters. The position peaked at $501K in Q2 2021. 212 funds tracked by Wall St. Rank hold PAGP as of Q3 2021.

  • SageGuard Financial Group reported no remaining Plains GP Holdings position as of Q3 2021 after selling out during the quarter.
  • SageGuard Financial Group sold 41,984 Plains GP Holdings shares in Q3 2021, an estimated $501K.
  • SageGuard Financial Group first reported a position in Plains GP Holdings in Q4 2020 and held it in 3 quarters.
  • SageGuard Financial Group's Plains GP Holdings position peaked at $501K in Q2 2021.
  • 212 funds tracked by Wall St. Rank held Plains GP Holdings as of Q3 2021.

Based on SageGuard Financial Group's 13F filing for Q3 2021, filed 15 Nov 2021.